Simon O'Donnell

Integrity Private Wealth Pty Ltd

Gold
29 Yrs Experience
Hurstville, NSW 2220

I have been a financial adviser since 1996. Roles include 3 years with Ord Minnett, 1 year with Westpac, over 7 years with Commonwealth Private Bank and 7 years with Wilson HTM. After spending many years in large business, in 2013, I decided to establish my own advisory firm called Integrity Private Wealth. The name of the company signifies the values that are instilled within the business. The business focuses on all aspects of financial services. We have the ability to integrate a client's complete financial needs from accounting, to SMSF establishment, administration and management, investment management and stock broking. We also provide discretionary investment management services.

I am an accomplished ex professional basketball player having spent 5 years (1992-1996) in the National Basketball League (NBL) and 5 years playing college and high school basketball in the USA. I am have also been a member of Cronulla Surf Living Saving Club since I was 5 years old.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

At a glance

  • Adviser status Gold
  • First year providing advice 1995
  • Years of experience 29
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Integrity Private Wealth Pty Ltd

Suite 77, 23 Macmahon St
Hurstville, NSW 2220

Licensed by

Integrity Private Wealth Pty Ltd

AFSL 436298